Quote Report

Debtors >Reports >Report list   

 Gives a report of all quotes in different status levels with dates and values on each quote. 

 

 This is how a debtor is selected by using the long search 

 

 

 

 Quote Status 

 Select from the drop-down menu which statuses of Quotes you want to pull a report for, this could be Approved quotes, Cancelled Quotes, quotes that are still in Preparation stage or rejected quotes etc. 

 

 

 Date From / Date To 

 Choose the date range for which you want to view the report from / Select a date range of when you want to see up to on the report. 

 

 

 Commission 

 Select from the drop-down menu if you want to pull the Quote report for a specific Sales Rep. 

 

 

 Branch 

 If you have more than one branch, you can pull a report per branch by selecting the branch from the drop-down menu. 

 

 

 Currency 

 If you operation with multi-currency you can pull a report for all currencies or you can select a specific currency. 

 

 

 Division 

 If you have set up divisions for your debtors, you can pull the report for all your debtors or you can select a specific Division from the drop-down menu. 

 

 

 Show Cost 

 Tick the box if you want to have the costs shown on the quote report. 

 

 

 Quotes Not Invoiced 

 

 

 

 Sort By 

 Choose from the drop-down menu how you would like your report sorted, your options are by date or quote number 

 

 

 Include Division 

 If you have Divisions set up, you can pull a report for all divisions combined or for a specific division.  

 

 

 Include Region 

 If you have Regions set up, you can pull a report for all regions combined or for a specific division.  

 

 

 Include Order No 

 Tick the box if you would like to include customer purchase orders on the report.